Jacobi Capital Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $148K | Hold |
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|
2020
Q2 | $154K | Buy |
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|
2020
Q1 | $116K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $50K | Hold |
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|
2017
Q3 | $51K | Hold |
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|
2017
Q2 | $49K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $45K | Hold |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $52K | Buy |
|